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Graypoint LLC’s Xcel Energy XEL Stock Holding History

Graypoint LLC’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$316K Buy
4,642
+375
+9% +$26K 0.02% 422
2025
Q1 		$302K Buy
4,267
+248
+6% +$16.9K 0.02% 406
2024
Q4 		$271K Buy
4,019
+905
+29% +$60.7K 0.02% 425
2024
Q3 		$203K Buy
+3,114
New +$185K 0.01% 483
2024
Q1 		– Sell
-4,106
Closed -$254K – 476
2023
Q4 		$254K Buy
4,106
+375
+10% +$22.5K 0.02% 380
2023
Q3 		$213K Buy
+3,731
New +$224K 0.02% 388

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Graypoint LLC's XEL Position: Q2 2025 in Review

Graypoint LLC increased its Xcel Energy (XEL) stake by 8.8% in Q2 2025, buying an estimated $26K and bringing the position to 4,642 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #422.

Graypoint LLC first reported a position in XEL in Q3 2023 and has held it in 6 quarters since. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Graypoint LLC held 4,642 shares of Xcel Energy worth $316K as of Q2 2025.
  • Graypoint LLC bought 375 Xcel Energy shares in Q2 2025, an estimated $26K.
  • Xcel Energy made up 0.02% of Graypoint LLC's portfolio in Q2 2025, its #422 holding.
  • Graypoint LLC first reported a position in Xcel Energy in Q3 2023 and has held it in 6 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.